Jasmine Ellis

Licensing Coordinator at RFG Advisory
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Contact Information
us****@****om
(386) 825-5501
Location
Birmingham, Alabama, United States, US

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Credentials

  • Lean Six Sigma White Belt Certified
    Management & Strategy Institute
    Jan, 2020
    - Nov, 2024
  • Notary Public
    State of Alabama
    Mar, 2023
    - Nov, 2024

Experience

  • RFG Advisory
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Licensing Coordinator
      • Aug 2023 - Present

  • Concourse Financial Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Operations Specialist II
      • Jul 2021 - Aug 2023

      New Accounts and Asset movement New Accounts and Asset movement

  • BBVA in the USA
    • United States
    • Banking
    • 700 & Above Employee
    • Licensing Analyst
      • Jul 2017 - Jul 2021

      Manage insurance licensing and appointments, continuing education, securities licensing and FINRA disclosures for more than 250 representatives of BBVA USA and its affiliates. Corresponds with clients, state agencies, and corporate licensing departments if applicable to oversee prompt and efficient license acquisition and renewal, yielding a 30% increase in client satisfaction. • Organize and analyze department data for internal audit and regulatory review. Manage insurance licensing and appointments, continuing education, securities licensing and FINRA disclosures for more than 250 representatives of BBVA USA and its affiliates. Corresponds with clients, state agencies, and corporate licensing departments if applicable to oversee prompt and efficient license acquisition and renewal, yielding a 30% increase in client satisfaction. • Organize and analyze department data for internal audit and regulatory review.

  • State Farm
    • United States
    • Insurance
    • 700 & Above Employee
    • Subrogation Specialist
      • Apr 2015 - Jul 2017

    • Payment Processor
      • Aug 2014 - Apr 2015

  • Infinity Insurance
    • United States
    • Insurance
    • 500 - 600 Employee
    • Intake Claim Adjuster
      • Aug 2013 - Aug 2014

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